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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,144 | $49,897+146.8% | $80,648+52.7% | $75,177+63.8% |
| Participation rate | 96.2% | 55.3%+40.8pp | 67.0%+29.1pp | 67.2%+28.9pp |
| Annual return | 24.99% | 34.68%-9.7pp | 937.21%-912.2pp | 160.75%-135.8pp |
| Employer contribution / active EE | $3,250 | $1,699+91.3% | $2,724+19.3% | $2,671+21.7% |
| Participant deferral / active EE | $5,740 | $2,992+91.8% | $4,443+29.2% | $4,126+39.1% |
| Admin fee / account holder | $20,325 | $3,579+468.0% | $5,382+277.7% | $5,651+259.7% |